Eleventh Annual WealthBriefing Swiss Awards 2024 | Clearview Publishing | TBA

Details coming soon.

2023 Winners

Private Banking Categories

Domestic Private Bank
• REYL Intesa Sanpaolo

Foreign Private Bank
• Barclays Private Bank

Private Bank Leadership Team
• Barclays Private Bank

Private Bank Operations Team
• Lombard Odier

HNW Team (Swiss Domestic Clients)
• Piguet Galland

HNW Team (International Clients)
• Rothschild & Co Wealth Management

UHNW Team (Swiss Domestic Clients)
• Union Bancaire Privée

UHNW Team (International Clients)
• Citi Private Bank

Family Office Offering
• Edmond de Rothschild

Specialist International Team
• Banque Internationale à Luxembourg (Suisse) SA

Client Initiative
• Banque Internationale à Luxembourg (Suisse) SA

Client Service
• Bank Syz

Investment Management Platform
• Gonet & Cie SA

Credit Provider
• Societe Generale Private Banking Switzerland

Customer Facing Digital Capabilities
• BNP Paribas Wealth Management Switzerland

Corporate Strategy Implementation
• ONE swiss bank

Investment Management Categories

Fund Manager
• DECALIA SA

Alternative Fund Manager
• ITERAM Capital

Private Investment Office/Multi-Family Office
• Bedrock SA

Structured Product Provider
• Lynceus Partners

FX Solution Provider
• BNP Paribas Wealth Management Switzerland

Fixed-Income Investment Strategy
• HSBC Global Private Banking Switzerland

Digital Assets Solution
• CheckSig

Private Market Investment Specialist
• Convero AG

External Asset Manager (EAM) Custodian Categories

Overall Platform for External Asset Managers
• Bank Syz

Marketing/PR Categories

Marketing Campaign or Team
• Lombard Odier

Use of Social Media
• AW+SWITZERLAND

Private Client Categories

Legal Team
• Schellenberg Wittmer Ltd

Boutique Firm
• Geneva Management Group

Tax/Accountancy Team
• Rawlinson & Hunter (Switzerland) AG

Independent Trust or Fiduciary Company
• Accuro

Institutional Trust or Fiduciary Company
• Leo Trust Switzerland

Estate Planning Advice
• TrustConsult Suisse

Management Consultancy
• BearingPoint

Wealth Management Technology Categories (Vendors)

Front Office Solution
• InvestCloud

Transaction Processing Solution
• ERI

Portfolio Management Solution
• SS&C Advent

Client Communications Solution
• WIZE by TeamWork

Client Reporting Solution
• InvestSuite

Compliance Solution
• WIZE by TeamWork

CRM System
• Wealth Dynamix

Technology Outsourcing Solution
• Avaloq

Data Provider
• Wecan Group

Client Accounting System
• FundCount

Risk Profiling Solution
• Finfox

Risk Management Solution
• Prometeia

Onboarding Solution
• TrustQuay

Most Innovative Client Solution
• aixigo AG

Implementation of a Technology Solution
• Etops Group

Most Innovative Fintech Solution
• Dorsum Ltd

Innovative Use of Artificial Intelligence
• GreenLock

Wealth Management Technology Categories (In-house Solutions)

Most Innovative Client Solution
• Geneva Management Group

Client Reporting
• Lombard Odier

Specialist Wealth Management Categories

Corporate Social Responsibility/Diversity Programme
• Indosuez Wealth Management

Wealth Management Executive Search Firm
• Lexton Stanley

Wealth Planning Team
• Lombard International Assurance

ESG
• Societe Generale Private Banking Switzerland

Impact Investing
• BNP Paribas Wealth Management Switzerland

Most Promising New Entrant
• TOGGLE AI

Leadership Categories

Women in Wealth Management (Individual Contribution)
• Joanne Morse – Summit Trust International SA

Women in Wealth Management (Company Contribution)
• Citi Private Bank

Leading Individual
• Pierre Gabris – Alpen Partners

Wealth Management Rising Star Under 40
• Georgios Leontaris – HSBC Global Private Banking Switzerland